Swati Patel

Swati Patel has extensive work experience in accounting and finance. Swati started their career as a Sales Associate at New York & Company in 2008, where they worked until 2010. Swati then joined Custom House Global Fund Services in 2011 as a Senior Fund Administrator, responsible for processing subscriptions, redemptions, and transfers from shareholders. Swati also completed month-end procedures and monitored new issues and ERISA compliance. In 2016, Swati joined William Blair as an Investment Accounting Associate and later became a Senior Investment Accounting Associate. Currently, they hold the role of Accounting Team Lead at William Blair.

Swati Patel completed their Bachelor's degree in Accounting and Finance at DePaul University from 2008 to 2012. Swati also attained a Bachelor of Commerce (BCom) degree in the same field of study from the same university during the same period.